channel_case20.html

Low‑Cost, High‑Efficiency Customer Conversion

Fubon Bank (China), a wholly‑owned subsidiary of Fubon Financial Holdings, deployed AI‑powered retail marketing to boost sales and customer satisfaction without increasing headcount.

!

Pain Points

  • Manual outbound calls couldn’t keep up. Agents were overwhelmed and customer outreach was always delayed
  • Engagement channels were too narrow — limited touchpoints meant weaker stickiness and loyalty.
  • There was no automated way to sift through call lists and pinpoint the leads worth following up.

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  • An AI voicebot took over outbound work in wealth management, trust, and fund campaigns. It classifies customer intent on its own and flags high‑potential leads
  • An omni‑channel platform brought in web channels to cover over ten business lines, from retail and corporate to credit cards and direct banking.
  • During warm transfers, Agent Assistant gives the team live scripts and next‑step prompts so nothing slips through.
  • Smart QA works in the background, analysing conversations, fine‑tuning intent accuracy, and feeding back coaching tips — pushing intent recognition well past 90%.

Efficiency Gains by Product

effce1

Voicebot

Automates outbound calls, classifies intent, captures leads

effce2

Omnichannel Platform

Unifies 10+ business lines, increases touchpoints

effce3

Agent Assistant

Guides agents during warm transfers, boosts conversion

effce4

Smart QA

Monitors calls, optimizes dialogues, drives +85% rounds

Business Results

+30%
Conversion rate
90%+
Intent accuracy
‑40%
20s drop rate
+85%
Dialogue rounds
+60%
Call duration
business6

Before vs. After

Metric
Marketing conversion rate
Call drop rate (within 20s)
Average call duration
Dialogue rounds
Intent recognition
After Instadesk
  • 0.3
  • ‑40%
  • +60% (more engagement)
  • +85% (better interaction)
  • 90%+ AI accuracy
Before
Baseline
Baseline
Baseline
Baseline
Baseline
case-dot

Our outbound marketing has done a total U‑turn. We reach more customers in less time, conversion is up 30%, and drop rates are way down. Hitting 90% intent accuracy means we’re just not letting hot leads slip through anymore.

— Head of Retail Marketing

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Disclaimer: Case studies, performance metrics, and ROI figures (such as 250% ROI or 80% automation rates) represent historical results achieved by specific clients. Individual results may vary depending on business size, integration complexity, and operational parameters.

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